Katherine Hendrix signed Alexander WANG LLC's 2023 Form 5500 as plan administrator.
Signer names are public record from the Form 5500 e-signature.
Alexander WANG LLC's EIN is 37-1998420.
Download the official 2023 Form 5500 (PDF) for Alexander WANG LLC from the U.S. Department of Labor's EFAST2 system.
Download the official 2023 Form 5500 (PDF)Alexander WANG LLC's plan includes profit-sharing, ERISA 404(c) participant direction, a 401(k) feature, automatic enrollment, a default investment (QDIA).
Holdings are itemized directly on this plan's Schedule of Assets, below.
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| ADP, INC. | 13-3036745 | — | RECORD KEEPER | $36K | — |
| ADP BROKER-DEALER | 22-3319984 | — | RECORD KEEPER | $0 | — |
| Name | EIN | Location | Relation | Direct comp | Indirect comp |
|---|---|---|---|---|---|
| MERRILL LYNCH PIERCE FENNER & SMITH | 13-5674085 |
| PI | % of plan | |||||
|---|---|---|---|---|---|---|
| ISHARES S&P 500 INDEX K | Registered Investment Companies | — | — | $1.7M | 15.2% | |
| AMERICAN FUNDS 2055 TARGET R6 | Registered Investment Companies | — | — | $1.4M | 12.6% | |
| AMERFUNDS 2050 TARG DATERET R6 | Registered Investment Companies | — | — | $1.2M | 11.2% | |
| AMERFUNDS 2045 TARG DATERET R6 | Registered Investment Companies | — | — | $696K | 6.3% | |
| AMERFUNDS 2040 TARG DATERET R6 | Registered Investment Companies | — | — | $655K | 6.0% | |
| BLACKROCK HIGH YIELD BOND K | Registered Investment Companies | — | — | $624K | 5.7% | |
| AMERFUNDS 2035 TARG DATERET R6 | Registered Investment Companies | — | — | $598K | 5.5% | |
| AMERFUNDS 2030 TARG DATERET R6 | Registered Investment Companies | — | — | $560K | 5.1% | |
| MFS GROWTH FUND R6 | Registered Investment Companies | — | — | $463K | 4.2% | |
| BR GLOB ALLOC K | Registered Investment Companies | — | — | $353K | 3.2% | |
| ISHARES RUSSELL 2000 SM CAP K | Registered Investment Companies | — | — | $344K | 3.1% | |
| BLACKROCK T-FUND - PREMIER | Registered Investment Companies | — | — | $305K | 2.8% | |
| MFS VALUE R6 | Registered Investment Companies | — | — | $284K | 2.6% | |
| VOYA INTERMEDIATE BOND R6 | Registered Investment Companies | — | — | $183K | 1.7% | |
| MFS MID CAP VALUE FUND - R6 | Registered Investment Companies | — | — | $182K | 1.7% | |
| CARILLON EAGLE MID CAP GRTH R6 | Registered Investment Companies | — | — | $176K | 1.6% | |
| AMERFUNDS 2015 TARG DATERET R6 469 REGISTERED INVESTMENT COMPANY AMERFUNDS 2020 TARG DATERET R6 | Registered Investment Companies | — | — | $127K | 1.2% | |
| AMERFUNDS 2025 TARG DATERET R6 | Registered Investment Companies | — | — | $125K | 1.1% | |
| ISHARES RUSSELL MIDCAP INDEX K | Registered Investment Companies | — | — | $119K | 1.1% | |
| PIMCO REAL RETURN FUND - INSTL | Registered Investment Companies | — | — | $118K | 1.1% | |
| ISHARES MSCI EAFE INTL INDEX K | Registered Investment Companies | — | — | $117K | 1.1% | |
| TCW TOTAL RETURN BND FND CL I | Registered Investment Companies | — | — | $112K | 1.0% | |
| DELAWARE IVY SMID CAP CORE I | Registered Investment Companies | — | — | $104K | 0.9% | |
| AMERICAN FUNDS EUROPAC GRO- R6 | Registered Investment Companies | — | — | $86K | 0.8% | |
| JANUS HENDERSON TRITON FUND N | Registered Investment Companies | — | — | $64K | 0.6% | |
| ABRDN EMERGING MARKETS INST | Registered Investment Companies | — | — | $44K | 0.4% | |
| JAN HEND GLOBAL EQUITY INC N | Registered Investment Companies | — | — | $39K | 0.4% | |
| AMERFUNDS 2010 TARG DATERET R6 | Registered Investment Companies | — | — | $34K | 0.3% | |
| VAN ECK CM COMMODITY INDEX I | Registered Investment Companies | — | — | $31K | 0.3% | |
| VIRTUS D&P WATER INST | Registered Investment Companies | — | — | $31K | 0.3% |
Detected from the parsed Schedule of Assets. Click a family to see every plan that holds it — ranked by position size.
| — |
| INVESTMENT ADVISOR |
| $27K |
| — |
